Wealth Management

With Bank of the West Wealth Management, you can expect the best of both worlds. You’ll have a local, dedicated Primary Advisor focused on your unique goals, bringing you the perspective of the powerful global insights of our parent company BNP Paribas. By leveraging these combined strengths, we’ll develop a holistic plan to help you make the most of what you’ve worked so hard to build.

Why Bank of the West

Your Primary Advisor will take the time to understand your financial priorities and keep the focus where it belongs—on you. Learn more

Our Solutions

As part of BNP Paribas, one of the top wealth managers worldwide, we’re able to deliver a broad spectrum of strategies and solutions to help you build, manage, and preserve your assets. Learn more

Your Team

Your Primary Advisor will orchestrate a specialized team of wealth professionals to provide you with a comprehensive approach to meeting your financial needs. Learn more

Impact Investing Insights

From impact investing and philanthropy to broad sustainability trends, get insights from our impact experts on how to create positive change.
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Who we serve

We offer customized plans and solutions to help clients confidently navigate the complexities of building and managing wealth.

We specialize in offering services uniquely tailored to the needs of these clients— including:

Market Commentary—Global Investment Management

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Get insights on global investment trends and the market environment from our Head of Global Investment Management, Wade Balliet, and our Lead Investment Officer, Ben Baier. Read more

Economic Report—Scott Anderson

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Our Chief Economist, Scott Anderson, analyzes international, national, and regional economic trends. Read More

Voice of Wealth

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Our mobile-friendly app delivers access to real-time market data, as well as detailed insights on the global financial markets, impact investing, entrepreneurship, philanthropy, and more. Read More

See what a difference Bank of the West Wealth Management can make for you and your family.

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Legal information and Disclosures

Bank of the West Wealth Management Group provides financial products and services through Bank of the West and its various affiliates and subsidiaries. Deposit and loan products offered by Bank of the West, Member FDIC. Equal Housing Lender equal housing lender icon.

Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC Registered Investment adviser. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.

Bank of the West is a wholly owned subsidiary of BNP Paribas.

Investment and Insurance Products: